Similar funds
Computed 2026-07-05Funds whose latest portfolio most overlaps this one — the share of this fund's holdings each peer reproduces, by weight. Click an overlap score for the side-by-side comparison.
| # | Fund | Overlap | Net exp. | Adviser |
|---|---|---|---|---|
| 1 | iShares 20+ Year Treasury Bond BuyWrite Strategy ETF · TLTW cheaper diff. adviser | 80% | 0.35% | BlackRock Fund Advisors |
| 2 | Amplify TLT U.S. Treasury 12% Option Income ETF · TLTP cheaper | 73% | 0.39% | — |
| 3 | AlphaDroid Broad Markets Momentum ETF · EZMO cheaper diff. adviser | 33% | 0.94% | Teucrium Investment Advisors, LLC |
| 4 | Adaptive Hedged Multi-Asset Income ETF · AMAX diff. adviser | 25% | 1.36% | Cavalier Investments, LLC d/b/a Adaptive Investments |
| 5 | Monarch Ambassador Income ETF · MAMB diff. adviser | 20% | 1.26% | Kingsview Wealth Management LLC |
| 6 | Kingsbarn Tactical Bond ETF · KDRN cheaper diff. adviser | 20% | 0.62% | Kingsbarn Capital Management, LLC |
| 7 | Brookstone Intermediate Bond ETF cheaper diff. adviser | 20% | 1.03% | Brookstone Asset Management, LLC |
| 8 | Madison Target Retirement 2020 Fund cheaper diff. adviser | 17% | 0.44% | Madison Asset Management, LLC |
| 9 | Transamerica BlackRock iShares Dynamic Allocation - Balanced VP cheaper diff. adviser | 15% | 0.59% | Transamerica Asset Management, Inc. |
| 10 | TFA Tactical Income Fund · TFAZX diff. adviser | 15% | 2.69% | Tactical Fund Advisors, LLC |
| 11 | ETC Cabana Target Drawdown 10 ETF · TDSC cheaper diff. adviser | 14% | 0.90% | Exchange Traded Concepts, LLC |
| 12 | Quantified Managed Income Fund · QBDSX, QBDAX | 13% | 1.60% | — |
| 13 | Madison Target Retirement 2030 Fund cheaper diff. adviser | 13% | 0.47% | Madison Asset Management, LLC |
| 14 | Draco Evolution AI ETF · DRAI diff. adviser | 13% | 1.34% | Empowered Funds, LLC d/b/a EA Advisers |
| 15 | AlphaDroid Defensive Sector Rotation ETF · EZRO cheaper diff. adviser | 12% | 1.20% | Teucrium Investment Advisors, LLC |
| 16 | Lazard Opportunistic Strategies Portfolio · LCAIX, LCAOX, RLCPX cheaper diff. adviser | 12% | 1.22% | Lazard Asset Management LLC |
| 17 | FlexShares Core Select Bond Fund · BNDC cheaper diff. adviser | 11% | 0.35% | NORTHERN TRUST INVESTMENTS, INC. |
| 18 | IDX Dynamic Fixed Income ETF · DYFI cheaper diff. adviser | 10% | 1.13% | IDX Advisors, LLC |
| 19 | Relative Sentiment Tactical Allocation ETF · MOOD cheaper diff. adviser | 10% | 0.73% | Empowered Funds, LLC d/b/a EA Advisers |
| 20 | Tactical Income Fund · FLBDX, BNDIX, BNDAX diff. adviser | 9% | 1.32% | Meeder Asset Management, Inc. |
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